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Electric Vehicles

Electric vehicles replace the engine and fuel tank with a motor and a battery pack, which rewrites both the supply chain and the cost structure of a car. Battery cost and charging convenience set the pace of adoption.

124 stocks

EV Charging Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
251	Commerzbank Aktiengesellschaft Frankfurt, Germany	$89.4M	-$35.2M	9	0.45%	Reduced
252	Raymond James & Associates St Petersburg, Florida	$89.1M	+$3.56M	11	0.77%	Increased
253	AIG American International Group New York	$87.9M	+$8.39M	19	0.48%	Increased
254	Public Employees Retirement Association of Colorado Denver, Colorado	$87.5M	-$1.13M	13	0.81%	Reduced
255	Eagle Asset Management St Petersburg, Florida	$87.2M	+$56.9M	3	0.43%	Increased
256	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$86.5M	$0	3	4.68%	Maintained
257	Thrivent Financial for Lutherans Minneapolis, Minnesota	$86.2M	-$125M	9	0.55%	Reduced
258	Rockefeller Financial Services New York	$86.1M	-$2.07M	5	2%	Reduced
259	Mondrian Investment Partners London, United Kingdom	$85.4M	+$10.4M	3	1.26%	Increased
260	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$85.3M	-$43.5M	2	1.75%	Reduced
261	IAM Impax Asset Management Portsmouth, New Hampshire	$85M	+$827K	4	5.67%	Increased
262	Employees Retirement System of Texas Austin, Texas	$84.7M	+$7.05M	9	1.05%	Increased
263	TPSF Texas Permanent School Fund Austin, Texas	$84.4M	+$362K	8	0.87%	Increased
264	Pictet Asset Management (UK) London, United Kingdom	$83.8M	+$17.3M	6	0.47%	Increased
265	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$83.8M	+$8.8M	11	0.61%	Increased
266	Columbia Wanger Asset Management Chicago, Illinois	$83.6M	-$6.3M	3	0.34%	Reduced
267	AL AJO LP Philadelphia, Pennsylvania	$83M	-$13.6M	3	0.38%	Reduced
268	Wasatch Advisors Salt Lake City, Utah	$81.8M	-$60.3M	2	0.85%	Reduced
269	Korea Investment Corp Seoul, South Korea	$81.8M	+$24.2M	7	0.87%	Increased
270	SCCM Schafer Cullen Capital Management New York	$80.7M	+$8.7M	1	0.89%	Increased
271	Highbridge Capital Management New York	$80.7M	-$37.9M	5	0.85%	Reduced
272	MKCM Mount Kellett Capital Management New York	$80.4M	$0	1	7.91%	Maintained
273	RCM Redwood Capital Management New York	$80M	$0	3	10.51%	Maintained
274	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$79.8M	+$11.1M	8	0.36%	Increased
275	VM Valinor Management New York	$79.8M	+$1.34M	1	2.93%	Increased